Question

Report Definitions - Column Set (creating a calculated column which you can drill into)

  • 11 September 2023
  • 2 replies
  • 146 views

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I have created a consolidated balance sheet which includes the following columns:

Column A (Hidden) Column B (Hidden) Column C (Displayed)
Company A Company B Company A + Company B

 

This works, however it prevents column C from being able to click and drill into it since it is a calculated field. Is there anyway for the calculated field to retain ability to drill down and see the make up of it?


2 replies

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Hello @jwarren 

With Acumatica ARM financial reports, we cannot drill into calculated columns.

Instead of three columns, try one column of either Current Period amounts or YTD Amounts, and then add a Unit Set with two companies under a Roll-up, “All Companies” node. I did a quick test in Demo and the rolled up, combined Unit does allow drill-down.

 

Userlevel 5
Badge

Hello @jwarren 

With Acumatica ARM financial reports, we cannot drill into calculated columns.

Instead of three columns, try one column of either Current Period amounts or YTD Amounts, and then add a Unit Set with two companies under a Roll-up, “All Companies” node. I did a quick test in Demo and the rolled up, combined Unit does allow drill-down.

 

Hey @Laura02,

 

I am working on a balance sheet and following instruction to remove interco balances per F350 - Analytical Reports - so the first column is before elimination, the second columns is eliminations, and third being after eliminations. 

 

 

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